Global Finance

DECEMBER 6, 2024

Global Finance: How has sustainable investing evolved as an aspect of long-term wealth planning? Daniel Wild: Sustainable investing has become a core component, with the approach becoming increasingly nuanced to reflect clients goals. GF: How crucial is it for banks to develop proprietary models for sustainable investing?

Investments 104

Investments Valuation Education Banking 104

CFO Dive

FEBRUARY 10, 2022

Inefficient use of technology often takes root early. Knowing why employees avoid or under use new tools can help you leverage your spend.

Investments 361

Investments Leverage Technology 361

CFA Institute

JUNE 10, 2025

Markus Schuller is the founder and managing partner of Panthera Group, a multi-award-winning firm recognized for pioneering the practical integration of Human and Artificial Intelligence into institutional investment processes. Originally from Washington, D.C., Wojtek Wojaczek, PhD, is a finance executive, educator, and ecosystem strategist.

Investments 72

Investments Education Leadership Healthcare 72

CFO Dive

JANUARY 16, 2024

The technology also triggered concerns including the potential for data privacy risks and negative workforce impacts such as job displacement.

Investments 322

Investments Technology 322

Future CFO

MARCH 26, 2025

Chief financial officers are in it for a balancing act on sustainability mandates, technology investments, and economic and geopolitical shifts. Other key takeaways are the following: AI investments should be aligned with business objectives and demonstrate clear ROI.

Technology 52

Technology Investments Risk Management Economics 52

E78 Partners

NOVEMBER 22, 2024

Effective technology expense management is essential for companies looking to optimize budgets and stay competitive in today’s fast-paced digital landscape. Businesses must develop a strategic approach that addresses common obstacles and ensures that technology investments align with their operational goals to avoid these issues.

Technology 59

Technology Budgeting Forecasting Investments 59

E78 Partners

DECEMBER 12, 2024

The coming together of private equity and technology is redefining how organizations operate, innovate, and compete. For private equity backed firms, adopting cutting-edge technological solutions is not just an advantageits a necessity for maximizing efficiency, driving growth, and maintaining a competitive edge.

Technology 52

Technology Compliance Leverage Valuation 52

Barry Ritholtz

JANUARY 8, 2025

This is no time for confessing At The Money: with Matt Hougan on Crypto Technology (January 8, 2025) Are you crypto-curious? Fulltranscript below. ~~~ About this weeks guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. I’m Barry Ritholtz.

Technology 52

Technology Investments Currencies Securities 52

E78 Partners

JANUARY 29, 2025

Effectively managing technology expenses is more important than ever. This is where technology expense management automation comes into play. E78 explores how AI in technology expense management (TEM) is transforming the landscape of expense management, providing businesses with enhanced visibility, automation, and financial control.

Technology 52

Technology Leverage Compliance Investments 52

Future CFO

FEBRUARY 19, 2025

As the Asia-Pacific region faces a financial revolution, micro-investments gain traction in transforming how people engage with financial markets. Nellutla enumerates key trends driving micro-investments in APAC: 1. The Rise of ESG and Sustainable Investing Consumers in APAC are increasingly conscious of where their money goes.

Investments 52

Investments Leverage Securities Marketing 52

CFA Institute

JANUARY 8, 2025

Our Conversations with Frank Fabozzi, CFA series aims to bring leading experts in finance and economics into dialogue to explore critical issues shaping the industry's future.

Technology 52

Technology Investments Economics Finance 52

Future CFO

FEBRUARY 9, 2025

In this environment, CFOs must prioritise cybersecurity investments that deliver a tangible return on investment. One of the main challenges in securing cybersecurity investments lies in the nature of cybersecurity itself. How can we maximise the return on these investments while achieving our security goals?"

Investments 52

Investments Profit and Loss Securities Risk Management 52

Barry Ritholtz

FEBRUARY 25, 2025

The transcript from this weeks, MiB: Charley Ellis on Rethinking Investing , is below. Charlie Ellis is just a legend in the world of investing. He was chairman of the Yale’s Endowment Investment Committee and his, not only did he write 21 books, his new book, rethinking Investing, is just a delightful snack.

Investments 65

Investments Marketing Securities Economics 65

Global Finance

DECEMBER 18, 2024

Younger, globally minded clients are driving a shift to offshore investments, making strategic and flexible wealth planning more critical than ever. Global Finance : How is the increased demand for offshore investments in Latin America impacting high-net-worth clients long-term strategies?

Banking 115

Banking Education Analyzing Data Economics 115

CFO Thought Leader

DECEMBER 1, 2024

In this episode of Planning Aces , Jack Sweeney and Brett Knowles share insights from CFOs Sandra Wallach (Amprius Technologies), David Morris (Guardian Pharmacy Services), and David Eckstein (Vanta). Brett Knowles: Identifies a “crawl, walk, run” approach to technology adoption and its impact on FP&A as a strategic partner.

Technology 52

Technology CFO Leverage Finance 52

CFO Dive

JULY 16, 2024

While AI investments are surging, many companies are failing to invest in infrastructure necessary to optimize the technology, the research found.

Budgeting 302

Budgeting Investments Technology 302

E78 Partners

MAY 14, 2025

Technology is reshaping private equity (PE) by enabling portfolio companies to achieve operational efficiency, revenue growth, and higher valuations. The technology function is now emerging as an indispensable partner in driving sustainable value creation and competitive advantage.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Technology Valuation Prioritization 59

CFO Dive

MARCH 2, 2023

Only 34% of large companies showed signs of being strategic about their technology investments in financial disclosures, according to a recent report from Deloitte.

Investments 341

Investments Technology 341

Global Finance

DECEMBER 27, 2024

Tanzanias socioeconomic transformation drives economic dominance by attracting substantial investments and dominating intraregional trade. Stable democracy, accompanied by critical economic reforms and interventions, has seen Tanzania emerge as a bastion of foreign direct investment (FDI). Outsiders, however, are taking note.

Foreign Exchange 144

Foreign Exchange Investments Economics Currencies 144

CFO Talks

MAY 8, 2025

How Savvy CFOs Evaluate Investment Risks As a CFO, you know that investment decisions can be a game of high stakes. Whether its expanding into a new market, acquiring a promising technology, or simply diversifying your organisations portfolio, every opportunity comes with a side of risk. Risk Without Reward?

Investments 52

Investments Profit and Loss CFO Credit Risk 52

CFO Dive

AUGUST 6, 2024

Companies that invest in the pricey technology may need to wait two to three years on average to see a return on investment, market analyst Ash Sharma said.

Investments 284

Investments Technology Marketing 284

CFO Thought Leader

MAY 15, 2025

Today, every tech investment starts with clear KPIs; initiatives missing targets are terminated early to redeploy capital more productively elsewhere quickly.

CFO 52

CFO Technology Prioritization Finance 52

E78 Partners

APRIL 16, 2025

Technology is embedded in every corner of the modern enterprisefrom SaaS subscriptions and cloud infrastructure to telecom and mobile services. As organizations scale, so do their technology expenses. What if TEM was thought of as a strategic lever for CFOs and CIOsa way to align technology investment with business value?

Technology 52

Technology Auditing Invoicing Benchmarking 52

Global Finance

APRIL 5, 2025

Throughout 2024, the infrastructure sector was highly active for investment bankers, with robust deal flow across renewable energy, digital transformation, and critical infrastructure projects. In October, the firm partnered with the European Investment Bank (EIB) to create a portfolio of bank guarantees of up to 1 billion (about $1.1

Investments 52

Investments Banking Finance Economics 52

CFA Institute

MAY 14, 2025

Dan Philps, PhD, CFA, is the head of Rothko Investment Strategies, where he leads an AI-driven systematic equities investment business that has delivered strong, fundamentally-driven alpha for institutional investors since its inception in 2013. He is a CFA charterholder and a member of the CFA Society of the UK.

Investments 52

Investments Business Analytics Communication Valuation 52

Global Finance

DECEMBER 27, 2024

New technologies promise vast increases in growth and efficiency. Disruptive technologies are not only reshaping the business landscape, but forcing CFOs to rapidly evolve their strategies and embrace innovation. They need to understand what capabilities and return-on-investment will be delivered. CAGR to 2034.

Technology 111

Technology Finance Leverage Investments 111

CFO Dive

JUNE 13, 2022

To navigate a “constantly changing” macro-economic environment, State Street is focusing on reducing its day to day technology spend in favor of more strategic operational investments in AI, automation and like technologies, according to its CIO and CFO.

Banking 298

Banking CFO Economics Technology 298

CFO Dive

JANUARY 14, 2025

Only 2% of C-suite leaders plan to invest $250 million or more in the technology this year, KPMG found.

Investments 279

Investments Planning Technology 279

Global Finance

APRIL 5, 2025

trillion of investment-grade and $419.8 Investment-grade bond volume is down 14% thus far across the globe and global high-yield volume is 16% lower. So far in 2025, the bank has served as a bookrunner for Mars substantial, eight-part investment-grade bond issue, aimed at financing the acquisition of Pringles maker Kellanova.

Investments 52

Investments Banking Mergers and Acquisitions (M&A) Foreign Exchange 52

Global Finance

APRIL 5, 2025

The top three sectors when it comes to dealmaking, according to McKinsey, are global energy and materials (GEM); telecom, media, and technology (TMT); and financial services. billion in 121 projects across six countries, nearly double the amount it invested in 2023. In Ukraine, the bank deployed $2.6 billion valuation.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Investments Banking Healthcare 52

Future CFO

JANUARY 22, 2025

At the FutureCFO Conference series, organised by Cxociety, finance leaders in Indonesia, Malaysia, Singapore, the Philippines and Thailand ranked automation and degitalisation (80%), investing in talent and employee development (58%) and continuous innovation (47%) as the top three strategies most important to sustainable growth in 2024.

Risk Management 98

Risk Management Compliance Finance Technology 98

Barry Ritholtz

NOVEMBER 26, 2024

Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. I’m Barry Ritholtz, and on today’s edition of At the Money , we’re going to discuss how retail investors can responsibly invest in crypto.

Investments 59

Investments Currencies Financial Systems Marketing 59

Global Finance

APRIL 5, 2025

Until more information becomes available, lets celebrate the investment banks that brightened up the M&A landscape in 2024. As a top Asian investment bank, UBS completed 30 transactions last year with a total deal value of $14.4 ADIA and APG acquired a 53.3%

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Investments Banking Leverage 52

CFA Institute

JANUARY 7, 2025

He is pursuing a PhD at CentraleSupélec, specializing in natural language processing to develop decision models for financial market investments. He has more than 15 years' experience in investment management and research. Baptiste Lefort is a data scientist and PhD student. Eric Benhamou, PhD, is head of R&D at AI For Alpha.

Investments 52

Investments Economics Risk Management Leadership 52

CFO Plans

MARCH 2, 2025

By implementing flexible financial management practices, they maintained liquidity and invested in innovation, positioning themselves ahead of competitors when the market rebounded. The post Navigating the Whirlwind of Change in Technology appeared first on CFO PLANS | Blog.

Technology 52

Technology Budgeting Startups CFO 52

CFO Dive

APRIL 26, 2024

The federal government has stepped up investment in quantum technologies, more than doubling research and development spending since 2019.

Investments 293

Investments Technology 293